So let's flesh out those sectors mentioned in the last post with some actual stocks:

AA	Alcoa
PD	Phelps Dodge
XOM	Exxon Mobil
CVX	Chevron Texaco
GM	General Motors
F	Ford
ROK	Rockwell
APH	Amphenol
MSFT	Microsoft
ORCL	Oracle
ERTS	Electronic Arts
SFA	Scientific Atlanta
CMCSA	Comcast

Of these, the software group (MSFT, ORCL, ERTS) looks the best under my usual Buffettology ROI calculations. Since I already own these stocks, that doesn't help me much. Surprisingly GM and Amphenol also look good, and they are not stocks I would have thought of. These five all project out in the neighborhood of 20% return per year, but of course that doesn't always come to pass. Let's remember their prices as of today: MSFT 26, ORCL 12, ERTS 41, GM 48 and APH 61.